Independence Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Independence Advisors’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$959K	Sell	13,080 -500	-4%	-$38.1K	0.21%	38
2020 Q2	$963K	Buy	13,580 +20	+0.1%	+$1.35K	0.22%	37
2020 Q1	$788K	Hold	13,560	–	–	0.22%	37
2019 Q4	$908K	Sell	13,560 -100	-0.7%	-$6.45K	0.22%	37
2019 Q3	$834K	Sell	13,660 -580	-4%	-$34.3K	0.2%	39
2019 Q2	$771K	Buy	14,240 +880	+7%	+$50.9K	0.2%	42
2019 Q1	$786K	Buy	13,360 +420	+3%	+$23.7K	0.22%	40
2018 Q4	$676K	Sell	12,940 -120	-0.9%	-$6.49K	0.22%	40
2018 Q3	$788K	Buy	13,060 +320	+3%	+$19.4K	0.23%	37
2018 Q2	$719K	Sell	12,740 -40	-0.3%	-$2.18K	0.23%	37
2018 Q1	$663K	Sell	12,780 -140	-1%	-$7.76K	0.22%	38
2017 Q4	$680K	Buy	+12,920	New	+$667K	0.23%	37
2017 Q3	–	Sell	-12,240	Closed	-$569K	–	74
2017 Q2	$569K	Hold	12,240	–	–	0.23%	38
2017 Q1	$519K	Hold	12,240	–	–	0.22%	38
2016 Q4	$485K	Sell	12,240 -120	-1%	-$4.8K	0.21%	43
2016 Q3	$497K	Buy	12,360 +60	+0.5%	+$2.35K	0.23%	37
2016 Q2	$433K	Buy	+12,300	New	+$451K	0.23%	32

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Advisors's GOOGL Position: Q3 2020 in Review

Independence Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 3.7% in Q3 2020, selling an estimated $38.1K and leaving 13,080 shares worth $959K. The position accounts for 0.21% of the portfolio, ranked #38.

Independence Advisors first reported a position in GOOGL in Q2 2016 and has held it in 17 quarters since. The position peaked at $963K in Q2 2020. 2,885 funds tracked by Wall St. Rank hold GOOGL as of Q3 2020.

Independence Advisors held 13,080 shares of Alphabet (Google) Class A worth $959K as of Q3 2020.
Independence Advisors sold 500 Alphabet (Google) Class A shares in Q3 2020, an estimated $38.1K.
Alphabet (Google) Class A made up 0.21% of Independence Advisors's portfolio in Q3 2020, its #38 holding.
Independence Advisors first reported a position in Alphabet (Google) Class A in Q2 2016 and has held it in 17 quarters since.
Independence Advisors's Alphabet (Google) Class A position peaked at $963K in Q2 2020.
2,885 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.